My relationship with Lester commenced in 2006 when I consulted with him on how to reduce Inheritance Tax on my Estate.   The initial phase of advice concluded about 6 months later and I then asked Lester to look at my investment portfolio and make some recommendations.  Since then we have met regularly and our relationship has deepened.

G.D. - Hertfordshire

Lester has looked after the financial affairs of my father since 2004.  When in 2018, I needed advice on a whole range of matters including consolidating various pension investments, I could think of no one better to trust than Lester.

P.D. - Surrey

Your straightforward approach gives me confidence you will be on my side when making recommendations to me.

J.B. - Hampshire

Having advised me for years prior, Lester guided me on how I should request my employer to finance my retirement and in the process helped save me in excess of £20,000 in needless tax.

J.D. - Oxfordshire